EP Wealth Advisors, LLC's ownership history for HEFA

EP Wealth Advisors, LLC currently holds 46.2K shares with a market value of $1.8M. It started holding HEFA on 2024-09-30. At its peak, it held 46.2K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-06-30. At its lowest, it held 2.9K shares on 2024-09-30, with a value of $101.2K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 32.6K.